电网数字化行业市场全景调研分析及投资可行性研究预测报告（2025版）

Core Viewpoint - The report highlights the significant transformation of China's power grid industry into a digital grid era, emphasizing the integration of advanced digital technologies to enhance the safety, reliability, and efficiency of power operations, while promoting a new energy industry ecosystem that connects various stakeholders [2][6]. Group 1: Digital Grid Overview - The digital grid is defined as the application of new digital technologies such as cloud computing, big data, IoT, mobile internet, AI, and blockchain to transform traditional power grids, enhancing flexibility, openness, interactivity, economy, and sharing [3][4]. - The architecture of the digital grid consists of physical systems, business systems, and information systems, which collectively enable real-time data collection, transmission, storage, analysis, and optimization [3][4]. Group 2: Characteristics of Digital Grid - Key characteristics of the digital grid include: 1. Safety: Utilizing advanced digital technologies to create a digital twin grid for intelligent decision-making and stable operation [5]. 2. Green Consumption: Achieving precise forecasting of renewable energy output and balancing distributed energy supply and demand [5]. 3. Platform Empowerment: Developing integrated digital business platforms to support business innovation and new demands [5]. 4. Data-Driven: Leveraging data across the energy value chain to optimize business processes [5]. 5. Open Sharing: Promoting collaboration among stakeholders in the energy ecosystem through digital technologies [5]. 6. Value Creation: Enhancing economic value through energy flow and maximizing data value for differentiated services [5]. Group 3: Development History of Digital Grid - The development of China's digital grid can be categorized into four stages: 1. Grid Automation (1999-2009): Initial trials and significant advancements in distribution automation [6]. 2. Grid Informationization (2007-2012): Integration of information systems leading to enhanced data transmission and processing [6]. 3. Smart Grid (2010-2020): Emphasis on building a robust smart grid with integrated information, automation, and interaction [6]. 4. Digital Grid (2020-Present): Introduction of the digital grid concept, focusing on the integration of digital technologies with energy business operations [6][7]. Group 4: Current Status and Market Potential - The digitalization market for China's power energy is projected to reach CNY 315 billion in 2024, with a year-on-year growth of approximately 14.55%, and is expected to grow to CNY 370 billion in 2025, reflecting a compound annual growth rate of 10.86% from 2020 to 2025 [8][11]. - The market is divided into digital services (CNY 262 billion in 2024) and digital upgrade transformations (CNY 53 billion in 2024), with services expected to dominate the market share [8]. Group 5: Investment Trends and Future Outlook - Investment in grid construction is primarily driven by State Grid and Southern Grid, with projected investments reaching CNY 608.3 billion in 2024, marking a 15.32% increase [11][12]. - Both State Grid and Southern Grid are committed to long-term digital investment plans, aiming to establish a robust digital energy internet by 2035 [11][12]. Group 6: Key Development Focus Areas - Current focus areas for digital grid development include: 1. Intelligent Operation and Maintenance: Enhancing maintenance efficiency through advanced monitoring and diagnostic technologies [13]. 2. Renewable Energy Integration: Improving the capacity to absorb renewable energy through digital technologies [14]. 3. Smart Scheduling: Coordinating resources across the grid to enhance operational efficiency [15].